#3235

Mentioned in 8 episodes

Capital Wars

Book • 2014

Mentioned by

Alexej Jordanov

Luis Miguel Ortiz

Garrett Baldwin

Mentioned in 8 episodes

Mentioned by

Michael Howell

as the name of his Substack and the title of his excellent book.

The Speculation Phase Begins | Michael Howell on Liquidity Cycle, China, Fiscal Dominance, and Dollar Weakening

Mentioned by

Michael Howell

as a book where he details his views on global liquidity and its impact on the world economy.

From "Everything Bubble" To "Everything Bust"? Michael Howell on Liquidity In 2025 & Beyond

Mentioned by

Michael Howell

as a book he wrote four or five years ago, largely about the relationship between the US and China.

Michael Howell: Peaking Liquidity Suggests A Flat To Down Year Ahead For Stocks

Mentioned by

Garrett Baldwin

when discussing liquidity and the shadow banking system.

America Doesn't Own America Anymore

Mentioned by

Alexej Jordanov

as the author of the book.

Michael Howell: MASSIVE LIQUIDITY CRISIS closer than you think. Which ASSETS will PROTECT you?

Mencionado por

Luis Miguel Ortiz

como fuente de información clave para el episodio.

El Gran ELEFANTE en la HABITACIÓN: La BANCA en la SOMBRA | Daniel Baeza #76

Mentioned by

John Gillen

when introducing

Michael Howell

Surviving the Liquidity Crisis: Everything You Need to Navigate This Cycle w/ Michael Howell

Mentioned by

Nik Bhatia

as foundational reading for understanding global liquidity.

Global Liquidity Update with Michael Howell: The Case for a U.S. Gold Revaluation Is Building

Recommended for people who are interested in liquidity as a concept and want to understand liquidity indices.

Bond Market Is Blowing Up, But No One’s Telling You Why! | Nik Bhatia

Mentioned by

David Skilling

as the title of a recent publication about structural changes to cross-border capital inflows.

Kopi Time E155 - Capital Wars with Dr. David Skilling

Mentioned by

Michael Howell

as a resource detailing his methodology on liquidity and providing relevant data.

Financial Liquidity Expert: “We are not risk off yet, but there are major headwinds for 2025”

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